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SHP Wealth Management’s MSCI MSCI Stock Holding History

SHP Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.4K Buy
65
+7
+12% +$4.08K ﹤0.01% 622
2026
Q1 		$31.3K Sell
58
-4
-6% -$2.26K ﹤0.01% 605
2025
Q4 		$35.6K Buy
+62
New +$34.8K ﹤0.01% 553

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SHP Wealth Management's MSCI Position: Q2 2026 in Review

SHP Wealth Management increased its MSCI (MSCI) stake by 12% in Q2 2026, buying an estimated $4.08K and bringing the position to 65 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

SHP Wealth Management first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • SHP Wealth Management held 65 shares of MSCI worth $36.4K as of Q2 2026.
  • SHP Wealth Management bought 7 MSCI shares in Q2 2026, an estimated $4.08K.
  • MSCI made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #622 holding.
  • SHP Wealth Management first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.